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Avantax Planning Partners’s Hartford Financial Services HIG Stock Holding History

Avantax Planning Partners’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,951
Closed -$229K – 442
2024
Q3 		$229K Sell
1,951
-713
-27% -$78.2K 0.01% 394
2024
Q2 		$268K Sell
2,664
-197
-7% -$19.8K 0.01% 378
2024
Q1 		$295K Buy
+2,861
New +$262K 0.01% 364
2018
Q4 		– Sell
-2,499
Closed -$125K – 671
2018
Q3 		$125K Buy
+2,499
New +$128K 0.01% 301
2018
Q2 		– Sell
-14,184
Closed -$731K – 752
2018
Q1 		$731K Buy
14,184
+542
+4% +$29.7K 0.06% 132
2017
Q4 		$768K Hold
13,642
– – 0.07% 123
2017
Q3 		$756K Hold
13,642
– – 0.06% 149
2017
Q2 		$717K Buy
13,642
+25
+0.2% +$1.24K 0.06% 150
2017
Q1 		$655K Sell
13,617
-18
-0.1% -$871 0.06% 152
2016
Q4 		$650K Buy
+13,635
New +$625K 0.07% 137

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Avantax Planning Partners's HIG Position: Q4 2024 in Review

Avantax Planning Partners sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 1,951 shares — an estimated $229K sold.

Avantax Planning Partners first reported a position in HIG in Q4 2016 and held it in 10 quarters. The position peaked at $768K in Q4 2017. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • Avantax Planning Partners reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 1,951 Hartford Financial Services shares in Q4 2024, an estimated $229K.
  • Avantax Planning Partners first reported a position in Hartford Financial Services in Q4 2016 and held it in 10 quarters.
  • Avantax Planning Partners's Hartford Financial Services position peaked at $768K in Q4 2017.
  • 1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.